{ "crd_number": 146144, "slug": "bell-asset-management-limited-melbourne-146144", "primary_business_name": "BELL ASSET MANAGEMENT LIMITED", "legal_name": "BELL ASSET MANAGEMENT LIMITED", "dbas": [], "city": "Melbourne", "state": null, "country": "Australia", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2008-07-10", "years_registered": 18, "period": "2026-10-01", "filing_date": "2026-03-25", "carried_forward": false, "raum_total": 2176768080.0, "raum_discretionary": 2176768080.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 30, "advisory_employees": 10, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "state_municipal": { "raum": 100855704.0, "count": 1, "fewer_than_5": true }, "pension_profit_sharing": { "raum": 1150323228.0, "count": 6 }, "pooled_investment_vehicles": { "raum": 785773579.0, "count": 6 }, "corporations_other_businesses": { "raum": 139815569.0, "count": 1, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://bellasset.com.au", "https://linkedin.com/COMPANY/BELL-ASSET-MANAGEMENT", "https://youtube.com/WATCH?V=KIGUQGJO5ZA" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146144", "city_as_filed": "MELBOURNE", "url": "https://advisorcensus.com/firm/bell-asset-management-limited-melbourne-146144", "display_name": "Bell Asset Management Limited", "summary": "Bell Asset Management Limited is an SEC-registered investment advisory firm in Melbourne, Australia, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.", "citation": "AdvisorCensus. Bell Asset Management Limited (CRD 146144): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Bell Asset Management Limited compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bell Asset Management Limited reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Bell Asset Management Limited located?", "a": "Bell Asset Management Limited's principal office is in Melbourne, Australia, according to its Form ADV." }, { "q": "Is Bell Asset Management Limited registered with the SEC or a state?", "a": "Bell Asset Management Limited is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146144." }, { "q": "How much does Bell Asset Management Limited manage?", "a": "Bell Asset Management Limited reports $2,176,768,080 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)." }, { "q": "How have Bell Asset Management Limited's assets and staff changed since 2021?", "a": "In the Form ADV data for Bell Asset Management Limited: Regulatory assets under management: $2,029,800,916 in the October 2021 data and $2,176,768,080 in the October 2026 data, up 7%. Total employees: 25 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bell Asset Management Limited serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6); pension and profit sharing plans (but not the plan participants or government pension plans) (6); state or municipal government entities (including government pension plans) (1)." }, { "q": "Which custodians does Bell Asset Management Limited use?", "a": "Bell Asset Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Fund Services Pty Limited, The Bank of New York Mellon, BNP Paribas Securities Services, Citibank, N.A., The Northern Trust Company and State Street Australia Limited as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Bell Asset Management Limited report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146144" }, { "q": "What changed in Bell Asset Management Limited's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $3,051,116,471 to $2,176,768,080 (-29%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2029800916.0, "total_employees": 25, "filing_date": "2021-03-24" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2677667290.0, "total_employees": 25, "filing_date": "2022-03-24" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2565124474.0, "total_employees": 30, "filing_date": "2023-03-16" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3482855444.0, "total_employees": 30, "filing_date": "2024-03-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3051116471.0, "total_employees": 30, "filing_date": "2025-03-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2176768080.0, "total_employees": 30, "filing_date": "2026-03-25" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $3,051,116,471 to $2,176,768,080 (-29%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Apex Fund Services Pty Limited", "name_as_filed": "CUSTODIAN", "affiliated": false }, { "name": "The Bank of New York Mellon", "name_as_filed": "CUSTODIAN", "affiliated": false }, { "name": "BNP Paribas Securities Services", "name_as_filed": "CUSTODIAN", "affiliated": false }, { "name": "Citibank, N.A.", "name_as_filed": "CUSTODIAN", "affiliated": false }, { "name": "The Northern Trust Company", "name_as_filed": "CUSTODIAN", "affiliated": false }, { "name": "State Street Australia Limited", "name_as_filed": "CUSTODIAN", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/bell-asset-management-limited-melbourne-146144.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 785773579.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 6, "fewer_than_5": false, "raum": 1150323228.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 1, "fewer_than_5": true, "raum": 100855704.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": true, "raum": 139815569.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146144", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }